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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,756 | $211,224-91.1% | $178,505-89.5% | $145,897-87.1% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.92% | 30.28%-19.4pp | 27.16%-16.2pp | 552.29%-541.4pp |
| Employer contribution / active EE | $5,150 | $4,577+12.5% | $3,955+30.2% | $4,663+10.4% |
| Participant deferral / active EE | $11,228 | $6,966+61.2% | $6,280+78.8% | $6,689+67.9% |
| Admin fee / account holder | $2,277 | $12,109-81.2% | $10,428-78.2% | $13,390-83.0% |